UPW vs PRTO
Comparison between PROSHARES ULTRA UTILITIES (UPW, ETF) and RCN PARETO STRATEGIC ALLOCATION ETF (PRTO, ETF).
UPW vs PRTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPW
$17M
PRTO
$17M
Expense Ratio
UPW
N/A
PRTO
0.82%
Max Drawdown
UPW
79.48%
Winner
PRTO
4.69%
Sharpe Ratio
UPW
-0.01
Winner
PRTO
1.75
5Y Beta
Winner
UPW
0.61
PRTO
0.91
P/E Ratio
UPW
19.39
PRTO
N/A
Forward P/E
UPW
17.81
PRTO
N/A
PEG Ratio
UPW
0.79
PRTO
N/A
5Y Dividends CAGR
UPW
25.54%
PRTO
N/A
5Y EPS CAGR
UPW
12.76%
PRTO
N/A
Debt to Equity
UPW
126.72%
PRTO
N/A
P/S Ratio
UPW
2.82
PRTO
N/A
P/B Ratio
UPW
2.20
PRTO
N/A
UPW vs PRTO - Holdings Comparison
UPW and PRTO have 0 common holdings. Overlap is 0.00%
UPW's top 25 holdings weight is 81.87%. PRTO's top 25 holdings weight is 100.03%.
| Rank | UPW | PRTO |
|---|---|---|
| #1 | CASH (n/a) - 15.21% | ISHARES RUSSELL 2000 ETF (IWM) - 21.61% |
| #2 | NEXTERA ENERGY INC (NEE) - 9.61% | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 21.46% |
| #3 | SOUTHERN CO (SO) - 5.60% | ABRDN PHYSICAL GOLD SHARES ETF (SGOL) - 12.31% |
| #4 | DUKE ENERGY CORP (DUK) - 5.17% | INVESCO QQQ TRUST (QQQ) - 7.74% |
| #5 | CONSTELLATION ENERGY CORP (CEG) - 4.78% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 7.72% |
| #6 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.64% | SPDR® GOLD MINISHARES (GLDM) - 6.88% |
| #7 | DOMINION ENERGY INC (D) - 3.22% | SCHWAB US DIVIDEND EQUITY ETF„¢ (SCHD) - 5.27% |
| #8 | SEMPRA (SRE) - 3.02% | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 3.41% |
| #9 | ENTERGY CORP (ETR) - 2.65% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 2.51% |
| #10 | XCEL ENERGY INC (XEL) - 2.64% | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 2.50% |
| #11 | VISTRA CORP (VST) - 2.50% | LOCKHEED MARTIN CORP (LMT) - 1.89% |
| #12 | EXELON CORP (EXC) - 2.49% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.22% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.13% | EQT CORP (EQT) - 1.10% |
| #14 | PG&E CORP (PCG) - 2.06% | ISHARES CORE S&P 500 ETF (IVV) - 1.03% |
| #15 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.03% | TEXAS INSTRUMENTS INC (TXN) - 0.94% |
| #16 | WEC ENERGY GROUP INC (WEC) - 1.91% | UNION PACIFIC CORP (UNP) - 0.77% |
| #17 | AMEREN CORP (AEE) - 1.62% | LINDE PLC (LIN) - 0.71% |
| #18 | DTE ENERGY CO (DTE) - 1.55% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.54% |
| #19 | ATMOS ENERGY CORP (ATO) - 1.52% | FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) - 0.42% |
| #20 | EVERSOURCE ENERGY (ES) - 1.45% | N/A |
| #21 | EDISON INTERNATIONAL (EIX) - 1.43% | N/A |
| #22 | PPL CORP (PPL) - 1.43% | N/A |
| #23 | CENTERPOINT ENERGY INC (CNP) - 1.42% | N/A |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.42% | N/A |
| #25 | NRG ENERGY INC (NRG) - 1.37% | N/A |
| Total Holdings | 33 | 19 |
UPW vs PRTO - Historical Returns
Returns include dividend reinvestment.
1M
UPW
-12.82%
Winner
PRTO
+4.81%
3M
UPW
-9.25%
Winner
PRTO
+1.73%
6M
UPW
-17.59%
Winner
PRTO
+12.52%
1Y
UPW
+2.25%
PRTO
N/A
5Y(CAGR)
UPW
+12.21%
PRTO
N/A
10Y(CAGR)
UPW
+14.46%
PRTO
N/A
Max(CAGR)
UPW
+28.12%
Winner
PRTO
+32.54%
UPW vs PRTO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UPW | PRTO |
|---|---|---|
| 2026 | -1.89% | +12.52% |
| 2025 | +26.57% | N/A |
| 2024 | +41.96% | N/A |
| 2023 | -16.95% | N/A |
| 2022 | +1.99% | N/A |
| 2021 | +45.85% | N/A |
| 2020 | -12.23% | N/A |
| 2019 | +57.24% | N/A |
| 2018 | +10.65% | N/A |
| 2017 | +28.82% | N/A |
| 2016 | +48.41% | N/A |
| 2015 | +10.19% | N/A |
| 2014 | +98.39% | N/A |
| 2013 | +59.91% | N/A |
| 2012 | +24.22% | N/A |
| 2011 | +67.22% | N/A |
| 2010 | +49.74% | N/A |
| 2009 | +56.21% | N/A |
| 2008 | -46.54% | N/A |
| 2007 | +134.01% | N/A |
UPW vs PRTO Drawdown Comparison
The maximum drawdown for UPW was -71.55%, occurring on Mar 9, 2009. Recovery took 564 trading sessions.
The maximum drawdown for PRTO was -4.69%, occurring on Jul 29, 2026. Recovery took 46 trading sessions.
The current UPW drawdown is -18.82%. The current PRTO drawdown is -0.38%.
| Rank | UPW | PRTO |
|---|---|---|
| #1 | -71.55% Jun 25, 2008 - Sep 21, 2010 | -4.69% Jun 2, 2026 - Aug 7, 2026 |
| #2 | -62.67% Feb 18, 2020 - Mar 24, 2022 | -2.98% May 11, 2026 - May 26, 2026 |
| #3 | -45.81% Sep 12, 2022 - Aug 30, 2024 | -2.45% Mar 25, 2026 - Apr 1, 2026 |
| #4 | -29.26% Apr 8, 2022 - Aug 12, 2022 | -1.38% Apr 24, 2026 - Apr 30, 2026 |
| #5 | -25.82% Nov 14, 2017 - Oct 8, 2018 | -1.31% Aug 17, 2026 - Aug 18, 2026 |
| #6 | -24.87% Jan 10, 2008 - Jun 24, 2008 | -1.22% Apr 20, 2026 - Apr 24, 2026 |
| #7 | -23.81% Jul 6, 2016 - Mar 21, 2017 | -0.88% May 6, 2026 - May 8, 2026 |
| #8 | -23.60% Jan 29, 2015 - Oct 20, 2015 | -0.73% May 1, 2026 - May 5, 2026 |
| #9 | -23.24% Jul 21, 2011 - Sep 21, 2011 | -0.39% May 26, 2026 - May 28, 2026 |
| #10 | -20.83% Feb 27, 2026 - Aug 21, 2026 | -0.35% Apr 9, 2026 - Apr 13, 2026 |
| #11 | -20.53% Apr 30, 2013 - Jul 23, 2013 | -0.27% May 28, 2026 - Jun 2, 2026 |
| #12 | -20.23% Nov 27, 2024 - May 19, 2025 | -0.14% Apr 14, 2026 - Apr 16, 2026 |
| #13 | -19.35% Jul 19, 2007 - Sep 26, 2007 | -0.10% Apr 1, 2026 - Apr 6, 2026 |
| #14 | -18.94% Oct 15, 2025 - Feb 24, 2026 | N/A |
| #15 | -18.13% Jun 30, 2014 - Oct 8, 2014 | N/A |
Correlation
Correlation between UPW and PRTO is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.62
-101
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